A revocable living trust can streamline estate management, minimize court involvement, and preserve privacy for your family. By funding assets into the trust, you retain control during your lifetime and provide a smooth transition for beneficiaries after your passing. This approach is flexible and adaptable to changing circumstances.
Integrating wills, trusts, powers of attorney, and healthcare directives reduces conflict and creates a coherent framework for decision-making, emergency planning, and asset management.
Choosing our firm means working with attorneys who prioritize clarity, accessibility, and measurable results. We provide straightforward explanations, transparent fees, and practical strategies designed to protect your values and assets.
Following execution, we assist with updating titles, beneficiary designations, and funding to ensure the trust governs assets you intend to transfer.
A revocable living trust is a flexible estate planning tool that you can adjust during life. It helps manage assets, provide for incapacity, and simplify distribution after death. It can offer probate avoidance and privacy when used with a comprehensive plan. The trust remains revocable, allowing you to modify terms as circumstances change.
Funding a trust means transferring ownership of assets into the trust, updating titles and beneficiary designations, and ensuring possessions align with your plan. Without proper funding, the trust cannot control assets or reduce probate exposure. Regular reviews help maintain alignment with your goals.
At death, assets held in a properly funded revocable trust pass to beneficiaries according to the trust terms, often bypassing probate. This smoother transfer can reduce costs and preserve privacy, though some probate steps may still be required for certain assets.
Yes. You can modify, revoke, or replace a revocable living trust at any time, as long as you remain the grantor. Regular reviews help ensure the plan stays aligned with current objectives and changes in law.
Choose a trusted individual as successor trustee who understands your goals and is capable of managing finances and decisions. Discuss this appointment with them in advance and consider appointing alternates in case the primary choice cannot serve.
Wills, powers of attorney, advance directives, and beneficiary designations commonly complement a revocable trust. These documents coordinate with trust terms to provide comprehensive guidance for finances and healthcare.
